JPMorgan Chase & Co
JPM- 交易所
- NYSE
- 產業
- National Commercial Banks
- SEC CIK
- 0000019617
近 90 天，JPMorgan Chase & Co 內部人申報 0 筆公開市場買進、2 筆賣出；2026 年第 2 季末有 5,158 家機構在 13F 申報持有，市值合計 $6,437 億；維京全球投資、馬克爾集團等 7 位大師持有。
2023 年第 4 季 13F 持有人
JPMorgan Chase & Co 在 2023/12/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 4,001
- 較 2023 年第 3 季 +356 家
- 持有股數
- 20.7 億
- 較 2023 年第 3 季 +2,713 萬 (+1.3%)
- 總市值
- $3,518 億
- 較 2023 年第 3 季 +$556.3 億 (+18.8%)
- 新進機構
- 459
- 另有 1,574 家加碼
- 清倉機構
- 103
- 另有 1,643 家減碼
另有 65 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 JPM 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 5,158 | $6,437 億 |
| 2026 年第 1 季 | 5,103 | $5,720 億 |
| 2025 年第 4 季 | 5,154 | $6,395 億 |
| 2025 年第 3 季 | 4,765 | $6,180 億 |
| 2025 年第 2 季 | 4,752 | $5,824 億 |
| 2025 年第 1 季 | 4,679 | $4,946 億 |
| 2024 年第 4 季 | 4,680 | $4,900 億 |
| 2024 年第 3 季 | 4,215 | $4,294 億 |
| 2024 年第 2 季 | 4,181 | $4,162 億 |
| 2024 年第 1 季 | 4,120 | $4,145 億 |
| 2023 年第 4 季 | 4,001 | $3,518 億 |
| 2023 年第 3 季 | 3,710 | $2,970 億 |
| 2023 年第 2 季 | 3,672 | $2,976 億 |
| 2023 年第 1 季 | 3,612 | $2,663 億 |
| 2022 年第 4 季 | 3,628 | $2,783 億 |
| 2022 年第 3 季 | 3,395 | $2,129 億 |
| 2022 年第 2 季 | 3,427 | $2,293 億 |
| 2022 年第 1 季 | 3,519 | $2,789 億 |
| 2021 年第 4 季 | 3,595 | $3,301 億 |
| 2021 年第 3 季 | 3,239 | $3,420 億 |
| 2021 年第 2 季 | 3,246 | $3,293 億 |
| 2021 年第 1 季 | 3,218 | $3,303 億 |
2023 年第 4 季持有機構
每家機構持有 JPMorgan Chase & Co 的股數、市值與佔組合比重；股數變化跟 2023 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Apexium Financial, LP | 14,401 | $245.0 萬 | 0.18% | +4,514+45.7% | 加碼 |
| Orleans Capital Management Corp | 14,410 | $245.1 萬 | 1.65% | +1,308+10.0% | 加碼 |
| Davidson Trust Co | 14,435 | $245.5 萬 | 1.58% | −168−1.2% | 減碼 |
| MB, Levis & Associates, LLC | 14,461 | $246.0 萬 | 1.41% | +68+0.5% | 加碼 |
| Jackson Hole Capital Partners, LLC | 14,484 | $246.4 萬 | 0.63% | 00.0% | 不變 |
| Commonwealth Financial Services, LLC | 14,510 | $246.8 萬 | 0.58% | +20+0.1% | 加碼 |
| Fragasso Group Inc. | 14,519 | $247.0 萬 | 0.22% | −329−2.2% | 減碼 |
| Benedict Financial Advisors Inc | 14,532 | $247.2 萬 | 0.67% | +65+0.4% | 加碼 |
| Change Path, LLC | 14,542 | $247.3 萬 | 0.16% | −10,408−41.7% | 減碼 |
| Wills Financial Group, Inc. | 14,558 | $247.6 萬 | 1.25% | +7,611+109.6% | 加碼 |
| Winthrop Advisory Group LLC | 14,569 | $247.8 萬 | 0.39% | +3,360+30.0% | 加碼 |
| Fiduciary Family Office, LLC | 14,605 | $248.5 萬 | 1.09% | +14,605 | 新進 |
| Hudson Value Partners, LLC | 14,609 | $248.5 萬 | 1.16% | +76+0.5% | 加碼 |
| S.E.E.D. Planning Group LLC | 14,624 | $248.8 萬 | 1.00% | −347−2.3% | 減碼 |
| Jeppson Wealth Management, LLC | 14,647 | $249.1 萬 | 1.03% | −40.0% | 減碼 |
| First Commonwealth Financial Corp | 14,708 | $250.2 萬 | 0.77% | −2,406−14.1% | 減碼 |
| Gs Investments, Inc. | 14,762 | $251.1 萬 | 1.31% | 00.0% | 不變 |
| Grandview Asset Management LLC | 14,781 | $251.4 萬 | 1.32% | −128−0.9% | 減碼 |
| Naples Money Management LLC | 14,880 | $253.1 萬 | 2.37% | +14,880 | 新進 |
| Rollins Financial Advisors, LLC | 14,899 | $253.4 萬 | 0.53% | +14,899 | 新進 |
| Wealth Alliance | 14,949 | $254.3 萬 | 0.36% | −463−3.0% | 減碼 |
| Armor Investment Advisors, LLC | 15,019 | $255.5 萬 | 1.35% | +77+0.5% | 加碼 |
| ORG Partners LLC | 15,018 | $255.6 萬 | 0.43% | +3,311+28.3% | 加碼 |
| KKM Financial LLC | 15,081 | $256.5 萬 | 1.62% | +15,081 | 新進 |
| Perpetual Ltd | 15,086 | $256.6 萬 | 0.03% | −4,076−21.3% | 減碼 |
| Brady Family Wealth, LLC | 15,108 | $257.0 萬 | 0.88% | +221+1.5% | 加碼 |
| First Dallas Securities Inc. | 15,106 | $257.0 萬 | 1.32% | +7,124+89.3% | 加碼 |
| Delta Financial Advisors LLC | 15,110 | $257.0 萬 | 1.11% | +186+1.2% | 加碼 |
| Next Capital Management LLC | 15,115 | $257.1 萬 | 1.11% | +298+2.0% | 加碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 15,125 | $257.3 萬 | 0.51% | +588+4.0% | 加碼 |
| Titleist Asset Management, LLC | 15,126 | $257.3 萬 | 0.48% | +191+1.3% | 加碼 |
| Lynx Capital Group Ltd | 15,130 | $257.4 萬 | 1.91% | +15,130 | 新進 |
| Birmingham Capital Management Co Inc | 15,152 | $257.7 萬 | 1.02% | −550−3.5% | 減碼 |
| Lockheed Martin Investment Management Co | 16,750 | $257.8 萬 | 0.18% | −64,020−79.3% | 減碼 |
| Segment Wealth Management, LLC | 15,160 | $257.9 萬 | 0.23% | +1,624+12.0% | 加碼 |
| LS Investment Advisors, LLC | 15,190 | $258.4 萬 | 0.45% | +134+0.9% | 加碼 |
| SFMG, LLC | 15,235 | $259.1 萬 | 0.24% | +237+1.6% | 加碼 |
| Manchester Capital Management LLC | 15,250 | $259.4 萬 | 0.35% | +87+0.6% | 加碼 |
| Alaethes Wealth LLC | 15,288 | $260.0 萬 | 1.23% | −52−0.3% | 減碼 |
| Roof Eidam & Maycock | 15,292 | $260.1 萬 | 0.78% | 00.0% | 不變 |
| Mount Yale Investment Advisors, LLC | 15,301 | $260.3 萬 | 0.25% | −46,329−75.2% | 減碼 |
| Phillips Financial Management, LLC | 15,301 | $260.3 萬 | 0.23% | −115−0.7% | 減碼 |
| Etesian Wealth Advisors, Inc. | 15,283 | $260.3 萬 | 1.56% | −76−0.5% | 減碼 |
| WMS Partners, LLC | 15,302 | $260.3 萬 | 0.19% | −3,659−19.3% | 減碼 |
| Hartline Investment Corp | 15,343 | $261.0 萬 | 0.42% | +452+3.0% | 加碼 |
| Catalyst Financial Partners LLC | 15,378 | $261.6 萬 | 0.74% | +137+0.9% | 加碼 |
| Chatham Capital Group, Inc. | 15,407 | $262.1 萬 | 0.53% | 00.0% | 不變 |
| Laidlaw Wealth Management LLC | 15,421 | $262.3 萬 | 0.95% | −4,524−22.7% | 減碼 |
| Aberdeen Wealth Management LLC | 15,469 | $263.1 萬 | 1.91% | −245−1.6% | 減碼 |
| Holistic Financial Partners | 15,504 | $263.7 萬 | 1.59% | +811+5.5% | 加碼 |
| AFS Financial Group, LLC | 15,532 | $264.2 萬 | 2.48% | −18,109−53.8% | 減碼 |
| Ignite Planners, LLC | 15,386 | $264.7 萬 | 0.79% | −1,875−10.9% | 減碼 |
| Two Sigma Investments, LP | 15,578 | $265.0 萬 | 0.01% | +3,578+29.8% | 加碼 |
| Weik Capital Management | 15,580 | $265.0 萬 | 1.23% | −370−2.3% | 減碼 |
| Sittner & Nelson, LLC | 15,612 | $265.6 萬 | 1.42% | +562+3.7% | 加碼 |
| Northwest Bank & Trust Co | 15,630 | $265.9 萬 | 2.40% | +15,630 | 新進 |
| Continental Advisors LLC | 15,635 | $266.0 萬 | 2.40% | 00.0% | 不變 |
| Buckingham Strategic Partners | 15,641 | $266.1 萬 | 0.13% | −4,064−20.6% | 減碼 |
| Ruffer LLP | 15,681 | $267.0 萬 | 0.10% | −163−1.0% | 減碼 |
| All Terrain Financial Advisors, LLC | 15,704 | $267.1 萬 | 1.23% | +157+1.0% | 加碼 |
| Ironwood Financial, llc | 15,719 | $267.4 萬 | 0.65% | −38−0.2% | 減碼 |
| Sustainable Insight Capital Management, LLC | 15,748 | $267.9 萬 | 2.18% | −5,600−26.2% | 減碼 |
| Chilton Investment Co LLC | 15,755 | $268.0 萬 | 0.08% | +236+1.5% | 加碼 |
| CFS Investment Advisory Services, LLC | 15,805 | $268.8 萬 | 0.48% | −180−1.1% | 減碼 |
| Marion Wealth Management | 15,816 | $269.0 萬 | 0.86% | −102−0.6% | 減碼 |
| Krilogy Financial LLC | 15,823 | $269.1 萬 | 0.23% | +688+4.5% | 加碼 |
| Bontempo Ohly Capital Mgmt LLC | 15,836 | $269.4 萬 | 1.31% | −77−0.5% | 減碼 |
| Pinnacle West Asset Management, Inc. | 15,860 | $269.8 萬 | 2.31% | +945+6.3% | 加碼 |
| Boltwood Capital Management | 15,871 | $270.0 萬 | 0.89% | −258−1.6% | 減碼 |
| Cornell Pochily Investment Advisors, Inc. | 15,877 | $270.1 萬 | 1.12% | +28+0.2% | 加碼 |
| FDx Advisors, Inc. | 15,879 | $270.1 萬 | 0.21% | −1,021−6.0% | 減碼 |
| Guardian Capital LP | 15,880 | $270.1 萬 | 0.10% | +576+3.8% | 加碼 |
| Gleason Group, Inc. | 15,903 | $270.5 萬 | 0.62% | +116+0.7% | 加碼 |
| Advisor OS, LLC | 15,903 | $270.5 萬 | 0.35% | +850+5.6% | 加碼 |
| Dillon & Associates Inc | 15,922 | $270.7 萬 | 0.49% | +57+0.4% | 加碼 |
| Abundance Wealth Counselors | 15,922 | $270.8 萬 | 0.70% | −11−0.1% | 減碼 |
| Delta Asset Management LLC | 15,941 | $271.2 萬 | 0.26% | +20.0% | 加碼 |
| Emfo, LLC | 15,986 | $271.9 萬 | 2.53% | −3,000−15.8% | 減碼 |
| Riverview Trust Co | 16,007 | $272.3 萬 | 2.77% | −308−1.9% | 減碼 |
| TriaGen Wealth Management LLC | 16,021 | $272.5 萬 | 1.30% | −368−2.2% | 減碼 |
| Pinnacle Bancorp, Inc. | 16,026 | $272.6 萬 | 0.89% | −9,494−37.2% | 減碼 |
| Avestar Capital, LLC | 16,080 | $273.5 萬 | 0.34% | +2,758+20.7% | 加碼 |
| IPG Investment Advisors LLC | 16,112 | $274.1 萬 | 0.55% | +3,421+27.0% | 加碼 |
| Hudson Canyon Capital Management | 16,137 | $274.5 萬 | 2.00% | −483−2.9% | 減碼 |
| Venturi Wealth Management, LLC | 16,140 | $274.5 萬 | 0.19% | +272+1.7% | 加碼 |
| Bremer Bank National Association | 16,160 | $274.9 萬 | 0.51% | −927−5.4% | 減碼 |
| Bell Bank | 16,192 | $275.4 萬 | 0.27% | +602+3.9% | 加碼 |
| Institute for Wealth Management, LLC. | 16,196 | $275.5 萬 | 0.45% | −241−1.5% | 減碼 |
| Heritage Wealth Advisors | 16,204 | $275.6 萬 | 0.14% | −992−5.8% | 減碼 |
| TCI Wealth Advisors, Inc. | 16,213 | $275.8 萬 | 0.29% | +1,009+6.6% | 加碼 |
| Twelve Points Wealth Management LLC | 16,247 | $276.4 萬 | 1.31% | −1,364−7.7% | 減碼 |
| L.M. Kohn & Company | 16,249 | $276.4 萬 | 0.88% | +1,110+7.3% | 加碼 |
| Cumberland Advisors Inc | 16,250 | $276.4 萬 | 1.19% | −170−1.0% | 減碼 |
| Clear Rock Advisors, LLC | 15,835 | $277.1 萬 | 1.25% | +15,835 | 新進 |
| GSB Wealth Management, LLC | 16,293 | $277.1 萬 | 0.85% | −350−2.1% | 減碼 |
| Loudon Investment Management, LLC | 16,303 | $277.3 萬 | 1.71% | −68−0.4% | 減碼 |
| Spreng Capital Management, Inc. | 16,375 | $278.5 萬 | 1.74% | −757−4.4% | 減碼 |
| Alaska Permanent Fund Corp | 16,414 | $279.2 萬 | 0.05% | −86−0.5% | 減碼 |
| Townsend & Associates, Inc | 16,379 | $279.3 萬 | 0.35% | +20+0.1% | 加碼 |
| Peak Planning Group, LLC | 16,435 | $279.6 萬 | 2.01% | −219−1.3% | 減碼 |